02085045161 enquiries@rpaifa.com

What We Do

open compass watch on the beach overlayed with a testimonial

 

Our Financial Planning service encompasses all areas of our clients’ finances.

Our Financial Advice Service provides independent guidance to clients that may have a specific requirement or are only looking for advice in certain areas of financial planning.

As Chartered Financial Planners, we have significant amount of experience and expertise in the following areas:

  • Wealth management
  • Investment tax and trust planning
  • Investing for growth and/or income
  • Savings 
  • Pension planning pre/retirement accumulation
  • Post retirement pension planning
  • Retirement income options 
  • Education funding 
  • Long term care 
  • IHT & estate planning
  • Family protection advice (income, health, life)
  • Cash flow modelling
  • Investment advice for trustees

Financial Advice Service

As a firm of Independent Financial Advisers, we offer a straightforward advice service for clients typically with less complex needs, who recognise the need for expert advice and who will generally benefit from our ongoing support and guidance.

Financial Planning Service

We have established a service which is structured to allow us to focus our expertise on helping our clients oversee all areas of their financial planning, through a mutual commitment to a long term partnership.

How we charge

We are a fee-based firm and as such our interests are directly aligned with your interests.

CFP logoIFA     

Retirement Planning Associates Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 403829 http://www.fca.org.uk/register.

Retirement Planning Associates Limited Registered Address: St Laurence House, 2 Gridiron Place, Upminster, Essex RM14 2BE. Registered in England & Wales, No. 04423927.

Neither Retirement Planning Associates Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.